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Callahan Financial Planning

Investment Management

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Callahan Financial Planning

Overview

Callahan Financial Planning is a fee-only personal financial planning and investment management company. With offices in Omaha & Lincoln, Nebraska, and in San Francisco, San Rafael, and Mill Valley (in Marin County) in California, the company provides planning for families seeking to prepare for retirement, receive advice on an investment portfolio, family office services, wealth management, tax preparation & planning, estate planning, and more. Learn more at our website at https://callahanplanning.com © 2010-2019 Callahan Financial Planning Company, a fee-only SEC-registered investment advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor.

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Location Around You

Nestled in a vibrant locale, our location provides a dynamic backdrop, fostering creativity and productivity.

  • University of Nebraska Medical Center

    University of Nebraska Medical Center, Harney Street, Blackstone, Omaha, Douglas County, Nebraska, 68131, United States

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  • Powell Street & California Street

    Powell Street & California Street, Powell Street, Chinatown, South of Market, San Francisco, California, 94108, United States

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  • Powell Street & California Street

    Powell Street & California Street, Powell Street, Chinatown, South of Market, San Francisco, California, 94108, United States

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  • 32nd Avenue & California Street

    32nd Avenue & California Street, 32nd Avenue, Seacliff, San Francisco, California, 94121, United States

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